1,323 hedge funds and large institutions have $55.5B invested in Vistra in 2025 Q3 according to their latest regulatory filings, with 206 funds opening new positions, 513 increasing their positions, 463 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

1.54% less ownership

Funds ownership: 85.12%83.59% (-1.5%)

29% less funds holding in top 10

Funds holding in top 10: 6647 (-19)

30% less call options, than puts

Call options by funds: $2.47B | Put options by funds: $3.53B

Holders
1,323
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.47B
Puts
$3.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ELM
1076
Elite Life Management
Florida
$214K
HFS
1077
Howard Financial Services
Texas
$213K
CH
1078
Cromwell Holdings
Wyoming
$211K
MAWA
1079
Moss Adams Wealth Advisors
Washington
$211K
PG
1080
Patten Group
Tennessee
$211K
FMB
1081
Field & Main Bank
Kentucky
$211K
AIM
1082
Advyzon Investment Management
Illinois
$211K
WA
1083
Wealth Alliance
New York
$210K
IA
1084
Insight Advisors
Pennsylvania
$210K
BCM
1085
BluePath Capital Management
Georgia
$208K
MYAM
1086
Meiji Yasuda Asset Management
Japan
$207K
AWM
1087
Angeles Wealth Management
California
$207K
LWM
1088
LJI Wealth Management
Indiana
$206K
EFS
1089
Essex Financial Services
Connecticut
$206K
RA
1090
Rational Advisors
New York
$205K
CWM
1091
Cornerstone Wealth Management
Missouri
$204K
WWM
1092
WT Wealth Management
Arizona
$203K
SWA
1093
SFMG Wealth Advisors
Texas
$203K
CSI
1094
Clark & Stuart Inc
Maine
$202K
DE
1095
Diversified Enterprises
Delaware
$202K
SWP
1096
Significant Wealth Partners
Illinois
$202K
RA
1097
Rise Advisors
New York
$197K
SCM
1098
Segra Capital Management
Florida
$196K
HWM
1099
Hemington Wealth Management
Virginia
$192K
CFD
1100
Creative Financial Designs
Indiana
$190K